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FRG Family Wealth Advisors’s Essential Utilities WTRG Stock Holding History

FRG Family Wealth Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-325
Closed -$11.9K – 362
2024
Q1 		$11.9K Buy
+325
New +$11.8K ﹤0.01% 259

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FRG Family Wealth Advisors's WTRG Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Essential Utilities (WTRG) in Q2 2024, closing a stake of 325 shares — an estimated $11.9K sold.

FRG Family Wealth Advisors first reported a position in WTRG in Q1 2024 and held it in 1 quarter. The position peaked at $11.9K in Q1 2024. 600 funds tracked by Wall St. Rank hold WTRG as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Essential Utilities position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 325 Essential Utilities shares in Q2 2024, an estimated $11.9K.
  • FRG Family Wealth Advisors first reported a position in Essential Utilities in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Essential Utilities position peaked at $11.9K in Q1 2024.
  • 600 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.